Fundraisers / J. Alden Associates, Inc.
FundraiserRegistered broker-dealer
J. Alden Associates, Inc.
FINRA 40002 · placing rounds since Oct 2016
13company rounds placed
1in the last two years, last Dec 2024
$17.8Bsold in the rounds they placed
1.1%typical commission; the median firm takes 4.9%
Named on 74 Form D filings as paid to sell the offering: 13 for operating companies, 56 for funds, 5 for real estate. 7 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4
What they place
- Insurance86%
- Other Banking and Financial Services14%
How big the rounds are
- Under $1M2
- $1M to $5M0
- $5M to $20M0
- $20M to $100M2
- $100M+9
Where the companies are
IN6NY3TX2IL1NE1OH1
Rounds they placed
FiledIssuerIndustrySold
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: William BorchertInsurance$107M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: William BorchertInsurance$108M
Feb 2023Metropolitan Tower Life Insurance CoAgents: Various AgentsInsurance$30M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: William BorchertInsurance$113M
Jun 2022KCAP Lending Fund XIII, LPAgents: Nathan Daniel Goad, Stephen PattersonOther Banking and Financial Services$450k
May 2022KCAP TX College Station 4, LPAgents: Nathan Daniel Goad, Stephen PattersonOther Banking and Financial Services$476k
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: William BorchertInsurance$118M
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: William BorchertInsurance$120M
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: William BorchertInsurance$129M
Jun 2019Group Variable Annuity Series I Separate AccountAgents: Meyer-ChatfieldInsurance-
Dec 2017Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Feb 2017Nationwide BOLI Private Placement Variable AccountAgents: Bennett Meyer, David SotoInsurance$20M
Oct 2016Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Nov 2015Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
Founders who worked with them
No one has said so yet.
Worked with them? Say so
A badge for their site
It shows their latest standing in the quarterly rankings and links back here.
Is this J. Alden Associates, Inc.?
Claim the page to describe your work in your own words. Free.